Posts Tagged ‘Living’

Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

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Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

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Types of Family Trust Documents

Learn About Trust Documents

The types of family trust documents you need depend on the context in which you apply the term "family trust." If a family trust is from a family trust-based plan, then you need a power of attorney, a pour-over will, healthcare disclosure documents, and a living trust. If a family trust stems from a will-based…

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Types of Family Trust Documents

Learn About Trust Documents

The types of family trust documents you need depend on the context in which you apply the term "family trust." If a family trust is from a family trust-based plan, then you need a power of attorney, a pour-over will, healthcare disclosure documents, and a living trust. If a family trust stems from a will-based…

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Living Trust | Family Offices Group

Living Trust definition: A living trust is created and funded during the grantor's lifetime. (As opposed to a testamentary trust, which is created following a grantor's death.) The grantor is responsible for income taxes for a living trust. A living trust … Read more: Living Trust | Family Offices Group

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Living Trust | Family Offices Group

Living Trust definition: A living trust is created and funded during the grantor's lifetime. (As opposed to a testamentary trust, which is created following a grantor's death.) The grantor is responsible for income taxes for a living trust. A living trust … Read more: Living Trust | Family Offices Group

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Better Rules for Living Trusts – Frank Taglienti Real Estate

The account title at the bank must indicate that the account is held by a living trust. This rule can be met by using the terms “living trust” or “family trust” in the account title. Not all banks and investments are insured. The FDIC … Read more: Better Rules for Living Trusts

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By The People: Living Trust Definition – What is a Living Trust?

The best living trust definition is a written legal document which substitutes for a will as your primary estate planning vehicle. When you have a trust you transfer your assets such as your home, financial accounts and personal … Read more: By The People: Living Trust Definition – What is a Living Trust?

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